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133 advisors near
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Out of 400,000+ nationwide
Craig F
Series 63, Series 66
Williamsport, PA
Raymond James & Associates
Craig Fought is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and 12 years of industry experience. He worked at Merrill from 2014 to 2017 before joining Raymond James in 2017. Outside of his advisory role, he is a partner in Stepping Stones Holdings LLC, a rental real estate business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, supporting its advisors with a range of research and portfolio management options.
Tammy R
Series 66
Montoursville, PA
Thrivent Investment Management
Tammy Rupert is a financial advisor at Thrivent Investment Management with seven years of industry experience. She holds a Series 66 designation and has been with Thrivent Financial since 2019. Prior to her advisory role, she was a homemaker for 26 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive, goal-based financial analyses and planning without discretionary trading authority. The firm’s services include a combination of standalone planning and managed-account programs under a consolidated billing option called WealthPlan.
Logan P
Series 66
Williamsport, PA
Raymond James & Associates
Logan Pick is a financial advisor with Raymond James & Associates in Williamsport, PA, holding a Series 66 designation and having one year of industry experience. Prior to joining Raymond James, he was involved with several ventures including JSM & Graphics and The Starboard. He has also worked at Williamsport Country Club and engaged with The Lion's Den and Pennsylvania State University in recent years. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable entities, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser force and a range of portfolio management styles.
Timothy B
ChFC®, Series 63, Series 66
Williamsport, PA
Cetera
Timothy Benner is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Cetera and has previously worked at VOYA Financial Advisors and The Comprehensive Financial Group. Outside of his advisory roles, he serves on the Endowment Committee of the First United Methodist Church of Muncy. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party money managers.
Andrew N
Series 66
Montoursville, PA
Raymond James Financial
Andrew Newcomb is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Andrew worked at Aspire Wealth Group and AXA Advisors, LLC. He is also involved with Lewisburg Area High School in Montoursville, PA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and analytical tools, and supports various advisory programs along with municipal and public finance services.
Mitchel T
Series 66
Williamsport, PA
Merrill
Mitchel Thomas is a Financial Advisor with Merrill Lynch Wealth Management. In his role, he works closely with individuals and families to help them develop strategies aligned with their financial goals. His approach includes serving as a resource for a range of financial needs, including investing, retirement planning, and managing unexpected expenses. Mitchel's areas of expertise include college education planning, divorce transition planning, family wealth management strategies, portfolio management services, tax minimization, and retirement income. He holds a Bachelor's Degree from Bloomsburg University of Pennsylvania and has earned professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA). Outside of his professional work, Mitchel is involved with the MSG Sean Thomas Foundation and Rotary. He enjoys basketball, chess, tennis, spending time with his family, and watching movies.
Joshua S
Series 63, Series 65
Williamsport, PA
Raymond James & Associates
Joshua Sunanday is a financial advisor with Raymond James & Associates in Williamsport, PA, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His prior work history includes eight years at Morgan Stanley Smith Barney and ongoing affiliation with CitiGroup Global Markets Inc since 2008. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning and consulting supported by a broad range of portfolio management styles and affiliated research.
Jason G
Series 66
Williamsport, PA
LPL Financial
Jason Good is a financial advisor with LPL Financial and holds a Series 66 designation. He has been with LPL Financial since 2023. Prior to his current role, he worked in advertising and the retail beverage industry, and has experience related to collegiate and high school environments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.
Charles F
Series 66
Williamsport, PA
Cetera
Charles Frazier is a financial advisor with Cetera, holding a Series 66 credential and 21 years of industry experience. He has worked at Cetera Wealth Services and VOYA Financial Advisors, and currently serves as a board member of the Planning Commission for Clinton Township in Lycoming County, PA. Cetera Investment Advisers LLC is an SEC-registered firm that provides portfolio management, financial planning, and retirement services through a nationwide network of independent advisors. The firm serves individuals, retirement plans, corporate and charitable clients, and institutional accounts, offering a multi-manager platform with various program structures and supervisory reviews.
Gregory B
Series 66, Series 63
Muncy, PA
LPL Financial
Gregory Bell is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining LPL Financial, he worked in leadership roles, including at Leadership Baltimore County and as an investor relations representative at The Wealth Factory. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.
James M
Series 63, Series 65
Williamsport, PA
OSAIC
James Moff III is a financial advisor at OSAIC with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Woodbury Financial for 20 years. Outside of advising, he owns raw land used for recreational purposes and leases it for farming. OSAIC serves a diverse client base including individual investors, pension plans, and corporations through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services with portfolios constructed using asset-allocation tools, risk assessments, and automated rebalancing that include a variety of asset classes.
Michael M
Series 66
Montoursville, PA
Cambridge Investment Research Advisors
Michael Mauro is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and bringing 12 years of industry experience. He previously worked at VOYA Financial Advisors before joining Cambridge in 2017. Mauro also serves as an independent insurance agent through Board Street Financial. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services delivered by a nationwide network of independent professionals using a variety of portfolio management approaches and platform options.
David C
Series 66
South Williamsport, PA
Mass Mutual Investors Services
David Craig is a financial advisor with Mass Mutual Investors Services who holds a Series 66 credential and has seven years of industry experience. He has worked with MassMutual since 2017 and joined Mass Mutual Investors Services in 2019. Outside of his advisory role, he is also licensed as an individual disability insurance agent. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm focuses on collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized programs including estate-settlement and employer-sponsored planning.
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Finding advisors...
133 advisors near
17754
within the area shown on the map
Out of 400,000+ nationwide